Truepoint, Inc. Ishares Core S&P 500 ETF Transaction History

Truepoint, Inc.

$4.18 Billion
Q3 2025

A detailed history of Truepoint, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Truepoint, Inc. holds 664,364 shares of IVV stock, worth $449 Million. This represents 10.64% of its overall portfolio holdings.

Number of Shares

664,364

Previous 648,367 2.47%

Holding current value

$449 Million

Previous $403 Million 10.45%

% of portfolio

10.64%

Previous 10.29%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$620.67 - $670.08 $9.93 Million - $10.7 Million	15,997 Added 2.47%	664,364 $445 Million
Q2 2025 Aug 08, 2025	BUY	$498.8 - $620.9 $10.7 Million - $13.3 Million	21,466 Added 3.42%	648,367 $403 Million
Q1 2025 May 12, 2025	BUY	$554.06 - $615.85 $10.1 Million - $11.2 Million	18,206 Added 2.99%	626,901 $352 Million
Q4 2024 Feb 11, 2025	SELL	$570.51 - $610.59 $355,427 - $380,397	-623 Reduced 0.1%	608,695 $358 Million
Q3 2024 Nov 12, 2024	SELL	$520.18 - $576.82 $3.19 Million - $3.54 Million	-6,136 Reduced 1.0%	609,318 $351 Million

Q2 2024 Aug 05, 2024	SELL	$497.53 - $549.64 $2.04 Million - $2.25 Million	-4,100 Reduced 0.66%	615,454 $337 Million
Q1 2024 May 09, 2024	BUY	$469.56 - $525.73 $6.73 Million - $7.53 Million	14,325 Added 2.37%	619,554 $326 Million
Q4 2023 Feb 12, 2024	SELL	$412.55 - $479.0 $3.05 Million - $3.54 Million	-7,391 Reduced 1.21%	605,229 $289 Million
Q3 2023 Nov 09, 2023	BUY	$427.76 - $460.18 $4.1 Million - $4.41 Million	9,579 Added 1.59%	612,620 $263 Million
Q2 2023 Aug 08, 2023	BUY	$406.17 - $445.71 $1.8 Million - $1.97 Million	4,421 Added 0.74%	603,041 $269 Million
Q1 2023 May 08, 2023	BUY	$381.13 - $418.66 $8.39 Million - $9.22 Million	22,021 Added 3.82%	598,620 $246 Million
Q4 2022 Feb 13, 2023	SELL	$357.98 - $409.32 $8.57 Million - $9.8 Million	-23,940 Reduced 3.99%	576,599 $222 Million
Q3 2022 Nov 14, 2022	BUY	$358.65 - $432.04 $1.24 Million - $1.5 Million	3,465 Added 0.58%	600,539 $215 Million
Q2 2022 Aug 08, 2022	BUY	$366.99 - $458.8 $29 Million - $36.2 Million	78,886 Added 15.22%	597,074 $226 Million
Q1 2022 May 11, 2022	BUY	$418.06 - $479.84 $1.23 Million - $1.41 Million	2,942 Added 0.57%	518,188 $235 Million
Q4 2021 Feb 02, 2022	BUY	$430.29 - $479.53 $4.41 Million - $4.91 Million	10,245 Added 2.03%	515,246 $246 Million
Q3 2021 Oct 28, 2021	BUY	$426.8 - $455.27 $112 Million - $120 Million	262,535 Added 108.28%	505,001 $218 Million
Q2 2021 Aug 04, 2021	BUY	$402.08 - $429.92 $90.7 Million - $97 Million	225,674 Added 1343.94%	242,466 $104 Million
Q1 2021 Apr 30, 2021	SELL	$370.22 - $398.75 $641,961 - $691,432	-1,734 Reduced 9.36%	16,792 $6.68 Million
Q4 2020 Feb 02, 2021	SELL	$327.62 - $375.39 $572,679 - $656,181	-1,748 Reduced 8.62%	18,526 $6.96 Million
Q3 2020 Nov 09, 2020	SELL	$311.81 - $359.24 $8,730 - $10,058	-28 Reduced 0.14%	20,274 $6.81 Million
Q2 2020 Aug 07, 2020	SELL	$246.8 - $324.4 $371,187 - $487,897	-1,504 Reduced 6.9%	20,302 $6.29 Million
Q1 2020 May 13, 2020	BUY	$224.65 - $339.88 $501,643 - $758,952	2,233 Added 11.41%	21,806 $5.63 Million
Q4 2019 Jan 27, 2020	SELL	$289.63 - $324.32 $5,502 - $6,162	-19 Reduced 0.1%	19,573 $6.33 Million
Q3 2019 Nov 07, 2019	SELL	$285.57 - $303.77 $10,280 - $10,935	-36 Reduced 0.18%	19,592 $5.85 Million
Q2 2019 Aug 08, 2019	SELL	$276.38 - $296.02 $7,185 - $7,696	-26 Reduced 0.13%	19,628 $5.79 Million
Q1 2019 May 15, 2019	SELL	$245.43 - $286.57 $6,381 - $7,450	-26 Reduced 0.13%	19,654 $5.59 Million
Q4 2018 Feb 13, 2019	BUY	$236.09 - $293.95 $59,022 - $73,487	250 Added 1.29%	19,680 $4.95 Million
Q3 2018 Nov 14, 2018	SELL	$272.73 - $295.76 $11,727 - $12,717	-43 Reduced 0.22%	19,430 $5.69 Million
Q2 2018 Aug 09, 2018	BUY	$259.21 - $280.89 $3.7 Million - $4.01 Million	14,284 Added 275.27%	19,473 $5.32 Million
Q1 2018 May 08, 2018	SELL	$259.62 - $288.66 $2.7 Million - $3 Million	-10,402 Reduced 66.72%	5,189 $19.6 Million
Q4 2017 Feb 05, 2018	BUY	$253.97 - $271.47 $53,587 - $57,280	211 Added 1.37%	15,591 $4.19 Million
Q3 2017 Nov 21, 2017	SELL	$246.18 - $253.1 $954 Million - $981 Million	-3,874,683 Reduced 99.6%	15,380 $3.89 Million
Q3 2017 Nov 17, 2017	BUY	$246.18 - $253.1 $958 Million - $985 Million	3,890,063	3,890,063 $3.89 Million

Others Institutions Holding IVV

# of Institutions

4,137

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Truepoint, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Truepoint, Inc. with notifications on news.

Account